OFC Financial Planning’s iShares Gold Trust IAU Stock Holding History

OFC Financial Planning’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.39M	Sell	30,538 -1,189	-4%	-$95.3K	2.05%	8
2026 Q2	$2.4M	Sell	31,727 -2,001	-6%	-$170K	2.13%	8
2026 Q1	$2.97M	Sell	33,728 -404	-1%	-$37.1K	2.92%	7
2025 Q4	$2.77M	Sell	34,132 -315	-0.9%	-$24.6K	2.63%	7
2025 Q3	$2.51M	Sell	34,447 -919	-3%	-$60K	2.48%	7
2025 Q2	$2.21M	Sell	35,366 -51	-0.1%	-$3.16K	2.34%	8
2025 Q1	$2.09M	Buy	35,417 +1,578	+5%	+$85.4K	2.36%	8
2024 Q4	$1.68M	Buy	+33,839	New	+$1.7M	1.77%	12

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

OFC Financial Planning's IAU Position: Q3 2026 in Review

OFC Financial Planning reduced its iShares Gold Trust (IAU) stake by 3.7% in Q3 2026, selling an estimated $95.3K and leaving 30,538 shares worth $2.39M. The position accounts for 2.05% of the portfolio, ranked #8.

OFC Financial Planning first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.97M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

OFC Financial Planning held 30,538 shares of iShares Gold Trust worth $2.39M as of Q3 2026.
OFC Financial Planning sold 1,189 iShares Gold Trust shares in Q3 2026, an estimated $95.3K.
iShares Gold Trust made up 2.05% of OFC Financial Planning's portfolio in Q3 2026, its #8 holding.
OFC Financial Planning first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's iShares Gold Trust position peaked at $2.97M in Q1 2026.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.